Find what you need
Getting started
Take a new practice from its first sign-in to its first booking.
Calendar and bookings
Book, move and cancel appointments, block time, and work the front desk queues.
Patients
Find and add patients, keep their details and files up to date, and record referrals and who pays.
Clinical
Write and publish notes, prescribe, request pathology and send clinical letters.
Messages and follow-up
Text and email patients, run reminders and recalls, and talk to your team.
Forms
Build forms, send them to patients and read the answers.
Billing and payments
Set fees, raise invoices, take payments and deposits, refund, and send invoices to Xero.
Medicare and DVA
Check Medicare details, claim bulk bills and rebates, collect assignment of benefit, and claim from DVA.
Referrers
Keep the directory of referring doctors and practices complete and free of duplicates.
Online booking and patient pages
Let patients book online, send private booking links, run the patient portal, and see what patients see.
Reports and records
Run reports, read the activity log, import data, manage your Bilby plan, and export or delete the practice.
Integrations
Connect and check Medicare, HICAPS, Xero, Stripe, SMS, email and ePrescribing.
Features your practice may not have yet
Bilby turns some newer features on one practice at a time. Pages in this guide mark them with this note:Not every practice has this yet. Bilby turns it on for each practice. If you can’t see it, contact Bilby support.
- Your role. Most setup is admin only, and some queues are hidden from practitioners.
- Whether the feature is marked with the note above. If it is, ask Bilby support to turn it on.